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Professional & Consulting Services

Accounting software for a Accounting & audit office

An accounting and audit firm handles bookkeeping, prepares financial statements, audits client accounts and files tax returns by their statutory deadlines. It usually serves many clients at once, each with a recurring monthly or annual financial file rather than one-off cases.

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Accounting & audit office

How a Accounting & audit office runs on Artos

Work begins by opening a separate file with its own number for every client inside Artos, then recurring review dates and filing deadlines are scheduled through the Appointments module so nothing is missed. Once each stage of the accounting work is complete, the fee invoice is issued against that same file and posted automatically to the firm's financial accounts.

  1. A Financial File Per Client

    Every client gets a numbered file in Artos holding all their periodic reviews and tax returns, instead of mixing several clients' data into one register.

  2. Review and Filing Deadlines

    Periodic review dates and return-filing deadlines are set per client through the Appointments module, so an alert arrives ahead of every statutory due date instead of tracking them by hand on a separate sheet.

  3. Fee Invoice Per Stage

    A fee invoice is issued as each stage of the accounting work completes, whether preparing the financial statements or closing the annual audit, tied automatically to the same client file number.

  4. Many Clients, Recurring Cycles

    The financial ledger and customer accounts track dozens of files recurring monthly or annually at the same time, so the firm spots which client has fallen behind on payment without reviewing each file by hand.

What Artos adds for your business

Departments switched on automatically on top of Sales, Customers and Financials — the core three every business gets anyway — to cover what a Accounting & audit office specifically needs.

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Appointments

Booking and tracking customer appointments

Invoice fields built for your business

Not a generic invoice template — a Accounting & audit office invoice carries the fields you actually need.

File/project number

Other businesses like Professional Services

The same Artos departments, with fields and screens tuned to how each one works.

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